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Getty As we gaze into the crystal ball for 2023, expect to see a bit more turbulence in the financial services sector. This is no surprise. In fact, it’s almost a given that market instability will…

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Good communication around expectations forms the baseline for a successful relationship between … [+] getty As in many relationships, the continuity of a client / advisor relationship depends…

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The Internal Revenue Service, struggling to deal with a massive backlog of paper filings, decided to “destroy an estimated 30 million paper-filed information return documents in March 2021,” the ag…